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Market Wraps
pm capital global opportunities fund
Latest news and analysis on pm capital global opportunities fund
Equities
February 18, 2020 10:12
Finding bargains when markets are at their highs
It’s a problem all investors are facing right now. What do you do when you want to put money to work, but markets are at their highs? In this two minute video I give a...
PGF
PM Capital Global Opportunities Fund Ltd
ASX:PGF
Followed by
56
people
PGF
PM Capital Global Opportunities Fund Ltd
ASX:PGF
Followed by
56
people
Paul Moore
PM Capital
February 18, 2020 10:12
Equities
December 16, 2019 16:32
The one chart that typifies current market conditions
Kimberly-Clark (NYSE: KMB) is a US consumer goods giant, distributing mostly paper-based personal care brands like Kleenex, Kotex and Huggies.So why does its share...
Paul Moore
PM Capital
December 16, 2019 16:32
Equities
October 02, 2019 09:29
Exciting times if you back yourself
I just came back from a Europe research trip and the general business environment looks OK – there is light at the end of the tunnel. But the ECB continues to drive...
Paul Moore
PM Capital
October 02, 2019 09:29
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Equities
September 25, 2019 14:18
Petrol and property
I talk about why the bombing of a major Saudi Arabia oil facility hasn’t shaken markets, and could Blackstone’s largest ever commercial real estate fund be ringing the...
Paul Moore
PM Capital
September 25, 2019 14:18
Equities
July 25, 2019 12:21
The Great Race to zero
In this video I look at the 'Great Race' to zero interest rates globally amid economic torpor and record market highs, how record low yields are driving record...
Paul Moore
PM Capital
July 25, 2019 12:21
Equities
June 20, 2019 10:19
Europe and the bears - an unlikely couple
Portfolio Manager John Whelan says investors may be overly bearish on European stocks. In this snapshot video, John reflects on the findings of his recent research...
PM Capital
PM Capital
June 20, 2019 10:19
Equities
June 17, 2019 11:57
Why self-regulation will help Facebook and Google shareholders
"''Don’t be evil.' Googlers generally apply those words to how we serve our users. But 'Don’t be evil' is much more than that. Yes, it’s about providing our users...
PM Capital
PM Capital
June 17, 2019 11:57
Equities
May 09, 2019 12:36
Where are valuations now?
Markets have bounced back significantly since the volatile days approaching Christmas last year. Where does that leave valuations now? A 2-minute snapshot on why I'm...
Paul Moore
PM Capital
May 09, 2019 12:36
February 28, 2019 16:06
Kraft Heinz – canary in the coalmine
PM Capital
PM Capital
February 28, 2019 16:06
February 21, 2019 10:12
Tied to the rails – the rise and fall of market sectors
The below chart tracks the proportion of the different sectors of the US stock market over the past 218 years: Source: Global Financial Data While there are...
Paul Moore
PM Capital
February 21, 2019 10:12
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